Putting a field from the Account Object to the Case Object

Question

I am trying to put some of our account fields in the case object so we do not have to continue to switch back and forth between the two. The problem I am running into is that the field will not populate.

Putting a field from the Account Object to the Case Object

The field named, "Need PO", is a picklist field. The field named, "Last Invoice", is a date field. These are the formulas I wrote for them.

I can see there being a problem with the picklist value not coming over, but not sure why the date is not coming over either. Is there something that I am missing here?

Thank you

Alex Hunt · Answer

Hi Corey,

Looks fine to me. There was a similar question earlier.

https://success.salesforce.com/answers?id=9063A000000pnSbQAI

The issue seemed to fix itself. For some reason new formula fields sometimes a while to render on the page. To be sure try testing these fields in a report and still if the values come through.

Putting a field from the Account Object to the Case Object

Data Management

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